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Plisio · Excel Guide

Bulk Generate Crypto Invoices From an Excel workbook

2026-05-14
5 min read

The Scenario

You're a freelance developer. You've just wrapped a billing run and there are 40 client rows in your Excel workbook — name, email, USD amount, preferred crypto. You invoiced the first three manually last month and it took 20 minutes. This month there are 40.

The bad version:

  • Open Plisio, switch to invoice creation, read the row, type the amount, select the coin, generate the invoice.
  • Copy the checkout URL. Switch back to the workbook. Paste it into column E for that row. Repeat.
  • Hit row 22 and realize you pasted a BTC URL into the ETH row because you lost track of which window you were on.

Forty client invoices at your rate is real money. Spending 90 minutes entering them by hand — and then catching a transposition error at row 22 — is not what you signed up to do when you decided to go independent.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook. It reads your rows, understands the structure, and through its built-in Plisio integration it calls the API for you and writes the results back — no dashboard switching, no copy-pasting.

Read the 40 order rows in my Excel sheet and create a Plisio cryptocurrency invoice for each one using the amount and coin symbol in that row, writing the checkout URL back into column E.

What You Get

  • Column E filled with the Plisio checkout URL for each row — ready to paste into your client email.
  • Column F filled with the Plisio transaction ID — so you have a reference for every invoice without going back to the dashboard.
  • Any row where the preferred crypto isn't supported by Plisio is flagged in column G rather than silently skipped.
  • The workbook stays the source of truth — no parallel tracking in a separate tool.

What If the Data Is Not Quite Ready

The coin symbols in column D are informal (BTC, Ethereum, Litecoin instead of Plisio codes)

Before creating invoices, normalize the coin symbols in column D to Plisio's accepted identifiers — BTC → BTC, Ethereum → ETH, Litecoin → LTC — then generate an invoice for each row using the normalized value.

Some rows are missing a preferred crypto

For rows in the 'Pending Invoices' worksheet where column D is blank, default to BTC when generating the Plisio invoice, and write "defaulted to BTC" into column G so I can follow up with those clients.

Invoice amounts span two worksheets — project fees in 'Invoices' and retainer fees in 'Retainers'

Combine the rows from 'Invoices' and 'Retainers' into a single invoice run against Plisio, using the USD amount in column C of each worksheet, then write the checkout URLs back into column E on whichever worksheet the row came from.

Full kill-chain: validate rows, normalize symbols, generate invoices, log results

Check each row in 'Pending Invoices' for missing amounts or unrecognized crypto symbols, fix what you can, flag what you can't, generate a Plisio invoice for every valid row, write the checkout URL and transaction ID into columns E and F, and mark the status in column H as 'Invoiced' or 'Skipped'.

One prompt, one pass — cleanup and invoice creation together rather than two separate runs.

Try It

Get the 7-day free trial of SheetXAI and open your billing workbook with the client rows you'd normally process by hand, then ask it to generate Plisio invoices for every row and write the URLs back. You can also read how to import your Plisio transaction history into an Excel workbook or go back to the Plisio + Excel overview.

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